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WE WORK FOR YOU TO SUCCEED!

Welcome to Minder Planning Group, when it comes to your financial success you need a professional that has your goals at the forefront when working for you. When working with Minder Planning Group you can be assured that our goals are your goals. We are an independent, fee-only wealth management firm. What does this mean? We work directly for you the client. We do not work for a bank, insurance company or a Wall Street firm. We are compensated by our clients for what we do for you, not by what product we sell.

At Minder Planning Group it is our job to provide actionable advice for your goals. We act as your investment advisor, money coach and sometimes your financial therapist.

Minder Planning Group is a comprehensive wealth management firm offering the following:

Investment Management

Financial Planning

Retirement Planning

Individual Retirement Plan Management

Corporate Retirement Plan Management

Our Commitment to our clients is that we will treat our clients with courtesy and integrity. We will provide unbiased advice and opinions to your goals. We will fully disclose and manage unavoidable conflicts in the clients favor.

Minder Planning Group, LLC does not provide tax or legal advice. The information presented here is not specific to any individual's personal circumstances.

Broadridge Investor Communication Solutions, Inc. does not provide investment, tax, or legal advice. The information presented here is not specific to any individual's personal circumstances.

To the extent that this material concerns tax matters, it is not intended or written to be used, and cannot be used, by a taxpayer for the purpose of avoiding penalties that may be imposed by law. Each taxpayer should seek independent advice from a tax professional based on his or her individual circumstances.

These materials are provided for general information and educational purposes based upon publicly available information from sources believed to be reliable—we cannot assure the accuracy or completeness of these materials. The information in these materials may change at any time and without notice.